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REPRESENTATIVE EXPERIENCE

David E. Morse

Advise on IRC and ERISA rules applicable to state-sponored open Multiple employer plans; advice on all aspects of employer 401k, pension, health & welfare plans, including plan design, investments, and governance
Advise on all aspects of employer 401k, pension, health & welfare plans, including plan design, investments, and governance
Provide advice on structure and organization of state program to establish an IRA-based payroll savings program for private sector workers, including applicability of ERISA, Internal Revenue Code, contracting with vendors, drafting of state enabling legislation and regulations, development of program terms.
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